Admins and Roles - Overview
Admins
Admins have a certain set of privileges to manage users in the organization through the Admin Panel in Zoho Directory. To do so, they are provided with appropriate roles in Directory with their own privileges. If you require admins for specific Zoho Applications, then you can assign them under Service Admins.
Roles
Roles can be considered as designations for admins in Zoho Directory. Roles with their own set of permissions define what an admin can perform in Zoho Directory. There are two different types of Roles available in Zoho Directory: System Roles and Custom Roles
System Roles
These are available to you by default with a predefined set of permissions, to which you can assign admins.
Organization Owner
The organization owner is the person who signs up for Zoho One and is assigned this role by default (also known as the super admin). This role will remain with the person until it is transferred to a different user. The organization owner has full administrative access, including all org admin privileges, and is uniquely authorized to transfer ownership from the Admin Panel.
Organization Admin
An organization admin can manage day-to-day administrative tasks from the Admin Panel. These responsibilities include managing users, applications, other admins, domains, directory stores, subscriptions, and editing organization information. However, an organization admin cannot change the ownership of the organization.
Application Admin
As the name suggests, this role manages applications. They can add applications as well as edit their details. They can also assign and unassign users for the applications.
Helpdesk Admin
This role can manage users' information and Multi-Factor Authentication (MFA) for them. They can also reset the password for users, if required.
Security Admin
An admin role responsible for managing the organization's security configurations. Security admins have permission to create, update, and manage Conditional Access Policies, Routing Policies, Identity Providers, and Security Policies.
Space Admin
This role allows users to manage access to the space assigned to them. A space admin can assign and unassign users from their designated space and manage user roles within the applications in that space. Their permissions are limited to the specific space they manage and do not extend to other administrative areas of the organization.
Custom Roles
You can also create your own roles by customizing the available permissions for the new roles. For example, you may require your organization's HR to manage your employees through Zoho Directory. They may have to add all the existing and new employees in the organization, update their work location, provide access to certain applications, and so on. In this case, you can create a custom role in Zoho Directory called 'Human Resources', and can provide the role with these permissions:
- Work locations - View, add, edit or delete location details.
- Users management - View, add, edit, export, import user details and few other similar actions.
- User emails - View, add, delete or edit user's email address.
After successfully creating this role, you can add all the HRs in your organization to this role.
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